Jacob Graves is a financial advisor at Sound Income Strategies, LLC with one year of industry experience. He holds a Series 66 designation and has previously worked at Cetera, Shoemaker Financial, and Generational Wealth Management. Outside of advisory roles, he is involved with Retirement Income Solutions, LLC, focusing on fixed insurance sales and client acquisition. Sound Income Strategies, LLC manages approximately $4.0 billion in assets, serving individuals, pension plans, trusts, estates, corporations, and other advisers. The firm offers customized portfolio management with an emphasis on fixed-income analysis and equity review, operating a scalable advisor network supported by affiliated business lines and training.

Leroy Bizzell Jr. is a financial advisor at Keel Point, LLC with 26 years of industry experience. He has held positions at Keel Point since 2016 and previously worked at Wfg Investments, Inc. from 2010 to 2016. Bizzell holds Series 63 and Series 65 licenses and serves as a finance team member at Christ Community Church, where he reviews the church’s financial statements monthly. Keel Point, LLC is a multi-team registered investment adviser managing approximately $4.07 billion, serving individuals, institutional investors, retirement plan sponsors, and corporations. The firm employs a team-based approach combining fundamental and quantitative analysis to deliver customized portfolio management, financial planning, and consulting services across various asset classes.

Carl Mcdonald is a financial advisor at United Capital Financial Advisors with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Girard Securities, Inc. and Goldman Sachs & Co. Since 1986, he has also been self-employed in life and disability insurance sales. United Capital Financial Advisors provides financial planning and investment management services nationally to a diverse client base, including individuals, corporations, retirement plans, and charitable organizations, utilizing discretionary portfolio management and access to a range of investment strategies.

Derek Samples is a financial advisor with Stonex Advisors Inc. in Brentwood, TN, holding a Series 66 designation and six years of industry experience. He has worked at Stonex Advisors since 2020 and is also associated with StoneX Securities Inc. and Morris, Smith and Hayden Wealth Management, where he also serves as a financial advisor involved in day-to-day administration and marketing. Stonex Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations, offering a range of portfolio management and financial planning services through a combination of independent advisors and an in-house Private Client Group. The firm employs multiple investment platforms and strategies, including proprietary models and third-party money managers, to provide tailored solutions with periodic reviews and due diligence.

Jeffrey Russell is a financial advisor with Kovack Advisors, Inc. in Brentwood, TN, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His prior career includes roles at Morgan Stanley Smith Barney and the Morgan Stanley Private Bank from 2010 to 2021, as well as Merrill from 1997 to 2010. Kovack Advisors is a multi-team registered investment adviser with approximately 260 advisors and over $6 billion in client assets. The firm serves a diverse client base including individuals, pension plans, charitable organizations, banks, and government entities, offering portfolio management, financial planning, and access to sub-advisory programs using a combination of internally developed models and third-party managers.

Daniel Stephen is a financial advisor with The Fiduciary Alliance in Nashville, TN. He holds a Series 65 designation and has over 30 years of industry experience, including his ongoing role at Stephen & Associates since 1995. The Fiduciary Alliance serves individual clients, including high-net-worth individuals, as well as retirement plans and other investment advisers. The firm offers discretionary portfolio management, comprehensive financial planning, and estate-planning support, using a combination of fundamental, technical, cyclical, and charting analysis in its investment approach.

Rory Hartmann is a CFP® with 13 years of industry experience, currently with RFG Advisory, LLC in Brentwood, TN. His prior roles include positions at Northwestern Mutual and Private Client Services. RFG Advisory serves a diverse client base including individuals, high-net-worth investors, retirement plans, and institutional clients, offering discretionary portfolio management, financial planning, and access to alternative investments through a range of model strategies and third-party platforms.

Daniel Parker is a financial advisor at Thoroughbred Financial Services, LLC in Brentwood, TN, holding a Series 66 designation with 11 years of industry experience. He has been with Thoroughbred Financial Services since 2015. Outside of his advisory role, Parker is involved in selling life, disability, medical, and long-term care insurance and also performs legal work drafting documents and consulting on legal matters. Thoroughbred Financial Services provides investment supervisory services to a diverse client base including individuals, trusts, charitable organizations, and retirement plans. The firm’s investment approach focuses on asset allocation as the main driver of risk and return and employs a combination of fundamental and statistical analysis with both tactical and strategic management techniques.

Lucas Pelletier is a CFP® with four years of industry experience, currently serving as a financial advisor at Facet in Nashville, TN. He previously worked at U.S. Bank and Charles Schwab before joining Facet. Facet Wealth offers subscription-based financial planning and discretionary investment management to individual clients, utilizing technology-driven processes and model-based asset allocations primarily through ETFs. The firm serves a range of households via phone, video, and a proprietary web platform, employing a flat subscription fee model instead of traditional percentage-based fees.

John Atkins is a financial advisor at Thoroughbred Financial Services, LLC with 45 years of industry experience. He has been with Thoroughbred Financial Services since 2000 and holds a Series 63 designation. In addition to his advisory role, Atkins is also an insurance agent selling life, disability, medical, and long-term care insurance. Thoroughbred Financial Services, LLC provides investment supervisory services, financial planning, and retirement-plan consulting to a diverse client base, including high-net-worth individuals, trusts, estates, charitable organizations, and qualified plans. The firm emphasizes asset and sector allocation with diversified portfolios primarily composed of mutual funds and ETFs, supplemented by individual securities and alternative investments when appropriate.

David Dingess is a ChFC® with 11 years of industry experience, currently affiliated with M HOLDINGS SECURITIES, Inc. He has worked with firms including Capital Strategies Group, Inc. and RHP Financial, and has maintained a real estate license for personal transactions within his family. Additionally, he serves on the Home Owners Association and the HG Hill Company Ownership Council in Nashville, TN. M HOLDINGS SECURITIES, Inc. serves a broad client base including individuals, retirement plans, and charitable organizations through a nationwide network of independent firms and professionals. The firm provides a mix of advisory and brokerage services, including discretionary investment management, retirement plan consulting, and financial planning, supported by platform providers and custodial arrangements.

Samuel Needham is a financial advisor with Constellation Wealth Advisors in Franklin, TN, holding Series 63 and Series 65 licenses and nine years of industry experience. He previously worked at Goldman Sachs and Co. from 2016 to 2019 and has been with JPMorgan Securities LLC and JPMorgan Chase Bank NA since 2019. Outside of his advisory role, Needham serves as a director and Finance Committee member for the Martha O'Bryan Center, an anti-poverty nonprofit organization in Nashville. Constellation Wealth Advisors provides customized investment advisory services primarily to high-net-worth individuals, trusts, estates, corporate retirement plans, and institutional clients. The firm manages approximately $5.4 billion in client assets through both public market strategies and private capital platforms, including proprietary funds, and offers discretionary and non-discretionary management guided by a formal due diligence process.

Aristotle Mc Donald is a financial advisor at Virtue Capital Management, LLC with six years of industry experience. He holds Series 65 and Series 63 licenses and has worked at several firms, including United Advisors America and Valic Financial Advisors. Virtue Capital Management, LLC serves individuals, trusts, estates, charitable organizations, corporations, qualified retirement plans, and other advisers by offering portfolio management, financial planning, third-party manager due diligence, sub-advisory services, and ERISA/qualified plan support. The firm customizes portfolios based on client goals and risk tolerance using tactical, strategic, and dynamic approaches and operates a multi-team model that includes investment adviser representatives and independent partners.

Kathryn Murphy is a financial advisor with Gateway Wealth Partners, LLC, holding Series 63 and Series 65 credentials and 10 years of industry experience. Her previous roles include positions at LPL Financial, Private Advisor Group, Cambridge Investment Research, and several other firms. She is involved with Sound Healthcare, a benefit enrollment organization based in Nashville, TN. Gateway Wealth Partners is a registered investment adviser serving individuals, corporations, and retirement plans, offering financial planning, wealth management, and retirement plan consulting. The firm manages client assets through diversified mutual funds, ETFs, individual securities, and independent managers, utilizing both fundamental and technical analysis.

William Witherow is a financial advisor with Thoroughbred Financial Services, LLC in Columbia, Tennessee, holding a Series 63 designation and over 40 years of industry experience. He has been with Thoroughbred Financial Services since 2000. Outside of his advisory role, he serves as president of Roger Witherow & Associates, Inc., an insurance business specializing in group health and life, and is involved in chocolate manufacturing and cybersecurity monitoring through other business ventures. Thoroughbred Financial Services, LLC provides investment supervisory services, financial planning, and retirement-plan consulting to a diverse client base including individuals, trusts, estates, charitable organizations, and qualified plans. The firm emphasizes asset and sector allocation using diversified portfolios primarily composed of mutual funds and ETFs, supplemented by individual securities and alternative vehicles where appropriate.

Samuel Orr is a financial advisor at SEIA with a Series 66 designation and three years of industry experience. His prior roles include positions at Truist Investment Services, UBS Financial Services, and Cap Star Bank. SEIA is an SEC-registered, multi-team advisory firm with approximately 142 advisors serving retail and high-net-worth individuals, trusts, retirement plans, and other institutional clients. The firm offers a broad range of services including portfolio management, financial planning, retirement plan consulting, and investment consulting, utilizing both discretionary and non-discretionary strategies informed by a structured investment process.

Edgar Stuart is a financial advisor at Stephens with Series 63 and Series 65 licenses and 43 years of industry experience. His prior roles include positions at Morgan Stanley, Citigroup Global Markets, and Legg Mason Wood Walker. He has been with Stephens since 2011. Stephens is a multi-team investment adviser with approximately 243 advisors and $18 billion in assets under management. The firm serves individuals, retirement plans, foundations, corporations, and other institutional clients, offering both discretionary and non-discretionary management supported by equity research and committee-driven asset allocation.

Kenneth Innis is a financial advisor with M HOLDINGS SECURITIES, Inc. and The R.O.W. Group, holding over 53 years of industry experience. He has served as chairman of The R.O.W. Group since 1986, focusing on wealth management, wealth transfer, and business continuation. His other business activities include roles in insurance sales and fixed annuity sales. M HOLDINGS SECURITIES, Inc. serves individuals, retirement plans, charitable organizations, and businesses through a nationwide network of independent firms and financial professionals, offering a broad range of advisory and brokerage services, including discretionary investment management, retirement plan consulting, and insurance advisory.

Enlai Zhang is a financial advisor with Siebert AdvisorNXT, LLC, holding Series 63 and Series 66 registrations. Zhang has been with Muriel Siebert & Co., LLC since 2025 and has no prior industry experience. Before entering the financial industry, Zhang's background includes roles in education at Vanderbilt University and local schools. Siebert AdvisorNXT serves individuals, high-net-worth clients, families, trusts, and business entities through investment supervisory services and managed programs. The firm utilizes a web-based platform incorporating Modern Portfolio Theory and offers both discretionary and non-discretionary portfolio management with access to multiple sub-advisers.

Colby Gilmore is a CFP® professional at OneAscent Financial Services LLC with one year of industry experience. Prior to joining OneAscent, he worked at BlueTrust for eight years and KPMG, LLP for two years. OneAscent Financial Services LLC is a multi-team registered investment adviser serving individuals, retirement plans, trusts, broker/dealers’ customers, and other institutions. The firm provides discretionary and non-discretionary asset management, financial planning, UMA solutions, and consulting, utilizing individualized asset-allocation guidelines and a combination of advisor-managed and model-based platforms.